Request for quote

If quotes are enabled in the Sales features configuration, an authorized buyer from a company can initiate the price negotiation process by requesting a quote from their shopping cart. If a buyer is not ready to submit a quote for negotiation, they can save it as a draft.

Customer quote request experience

1. The customer logs in to their user account as a buyer with permission to request a quote.

2. Adds the products that they want to be included in the quote to the shopping cart.

3. Selects Request a Quote.

   

4. In the Add your comment box, enters a brief note that describes the request.

5. Enters a Quote Name.

   

6. If needed, attaches a supporting document or image to the quote:

   • Selects Attach file.
   • Chooses the file from their system.

   By default, an attached file can be up to 2 MB, in any of the following file formats: DOC, DOCX, XLS, XLSX, PDF, TXT, JPG or JPEG, PNG.

7. Creates and processes the quote:

   • Sends the quote to the Seller by selecting Request a Quote.

   • 1.5.0-beta capability Saves the quote as a draft by selecting Save as Draft.

     If the buyer saves the quote as a draft, the quote is available in the My Quotes in Draft state. It is not visible to the Seller until the Buyer opens the draft quote and submits it.